Create/Edit Records

Videos on how to create and edit Records

Creating A Record:

2.4_Creating a Record

To create a Record in A-Suite, navigate down to the Action button, below your Contact's Information Panel.

Click on "Action" and then "Create New Record."

Select the type of Record you'd like to create in the Dropdown Panel.

In this instance, we'll be creating a CDL for our Driver Mandy Greenfield.

Select CDL from the Dropdown Menu and click, "Create New"

Next, open up your Finder and drop in the file you wish to associate with Mandy's CDL.

Once you drop the file in that window, your file will automatically be associated with that specific record you're working on.

To edit the record in A-Suite, just click the "Edit" button and fill in any of the information you wish to change. Here, we'll change the expiration date to match Mandy's updated CDL.

When you're done, always remember to click "Save" at the bottom.

Editing a Record:

To edit the record in A-Suite, just click the "Edit" button and fill in any of the information you wish to change.

2.5_Editing a Record

Using the Drag and Drop Editor:

Open up your Finder and drop in the file you wish to associate with your record.

Once you drop the file in that window, your file will automatically be associated with that specific record type you're working on.

2.6_Add Attachment to Record [Autoplay]-1